Epstein Secrets

icago PMI, U. of Michigan Consumer Confidence, Earnings (BBRY, FINL) Sunday: China NBS/HSBC manufacturing PMIs Key Events on the Horizon July 1 — Mark Carney takes over as BOE Governor July 4 — BOE/ECB rate decisions July 10 — Fed Minutes from June 18/19 FOMC meeting July 11 — BOJ rate decision July 21

N, UL NA, VCT LN • Panmure upgrades CCC LN, BofA initiates DLG GY (up), Barclays initiates PA/ LN (ow) ••• Citi initiates GET FP (buy), CS upgrades RWE GY, HSBC upgrades KCR1V FH, Natixis upgrades SBO AV ••• JPM adds LAND LN to focus list, Main First upgrades SREN VX, Swedbank upgrades MEDAA SS ••• Ra

th UK escalates Independent • Rivals leaving Britain behind in 'global race' for recovery Independent • Watching and waiting to see what Governor Mark Carney's interest rate 'guidance' will mean for UK growth Independent • Hamish McRae: It is in Europe's interest to be nice to us — even if we do want a

GY, Citi names DSM NA to most preferred list (replacing YAR NO), Sarasin upgrades VONN SW EFTA00386143 • BofA downgrades URKA LI, RBS downgrades RWE GY, Danske Bank upgrades PRS NO & downgrades METSB FH • DB upgrades O1BC GR, Equinet downgrades LXS GR & HHFA GY, Exane upgrades CNP FP & downgrades DL

at Switzerland is closed for holiday today (National Day). BOE & ECB coming up @ 7am & 7:45am respectively. No changes expected for the BOE although Mark Carney and team will present their review of introducing forward guidance for the first time. ECB should remain dovish and reiterate its forward guidance b

, Bern downgrade BARC LN • JP downgrade URKA LI, COLR BB, Barc -Eve ABI BB, Beren initiate VASTN NA (b) ••• MAQ remove ITV from cony buy, downgrade RWE GY, upgrade AF FP ••• HSBC downgrade BNR GY, NXT LN, Citi downgrade DUFN SW, upgrade PLT IM ••• Medio upgrade BRE IM, Exane initiate GKN LN (b), KepCh